Richard W. Paul & Associates’s AllianzIM U.S. Equity Buffer10 Dec ETF DECT Stock Holding History

Richard W. Paul & Associates’s Portfolio DECT Stock Details DECT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-19	Closed	-$498	–	510
2023 Q3	$498	Buy	19 +12	+171%	+$326	﹤0.01%	474
2023 Q2	$190	Sell	7 -5	-42%	-$129	﹤0.01%	517
2023 Q1	$305	Hold	12	–	–	﹤0.01%	516
2022 Q4	$288	Buy	+12	New	+$292	﹤0.01%	515

Other funds holding DECT

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FWG Investments Lexington, Kentucky $157M AUM 15.2% 1-Year Est. Return

Richard W. Paul & Associates's DECT Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) in Q4 2023, closing a stake of 19 shares — an estimated $498 sold.

Richard W. Paul & Associates first reported a position in DECT in Q4 2022 and held it in 4 quarters. The position peaked at $498 in Q3 2023. 22 funds tracked by Wall St. Rank hold DECT as of Q4 2023.

Richard W. Paul & Associates reported no remaining AllianzIM U.S. Equity Buffer10 Dec ETF position as of Q4 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 19 AllianzIM U.S. Equity Buffer10 Dec ETF shares in Q4 2023, an estimated $498.
Richard W. Paul & Associates first reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF in Q4 2022 and held it in 4 quarters.
Richard W. Paul & Associates's AllianzIM U.S. Equity Buffer10 Dec ETF position peaked at $498 in Q3 2023.
22 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer10 Dec ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.